Is your school’s business office built for what’s next?

Independent schools are managing increasing financial complexity, growing governance expectations, and real pressure on lean business office teams. Most address business office structure reactively — when turnover, audit challenges, or operational strain forces the issue. This webinar is for leaders who want to get ahead of it.

Smith + Howard and leadership from Green Vale School share the full story: what Green Vale’s business office looked like before outsourcing, what led them to move forward, and how the model has evolved over time. You’ll leave with a clear, practical picture of what proactive financial infrastructure looks like — and the questions worth asking about your own school.

What You’ll Learn

• How business office risk develops quietly — often long before a financial crisis makes it visible
• What an outsourced model actually includes: monthly close, financial reporting, audit readiness, forecasting, and advisory support
• How outsourcing strengthens controls and transparency without reducing leadership authority
• Real-world lessons from Green Vale on building readiness before pressure forces a decision
• The questions school leaders should ask to assess whether their current structure is positioned for what’s ahead

Who This Is For

• CFOs, Controllers, and Directors of Finance at independent schools
• Business Officers and Business Managers managing lean teams
• Heads of School thinking about operational sustainability and leadership continuity

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